See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,578 | $104,907+29.2% | $84,611+60.2% | $152,861-11.3% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 13.57% | 373.79%-360.2pp | 258.74%-245.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,108 | $3,302-66.5% | $2,652-58.2% | $4,762-76.7% |
| Participant deferral / active EE | $3,454 | $4,688-26.3% | $3,899-11.4% | $5,850-41.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |